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19520 W. Catawba Ave, Ste 313

Cornelius

NC

28031

Professions

Financial Advisor

Fields

Financial, Insurance, Tax, Other

About Me

Workshops Offered

Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Roth IRA - America's Next New Tax Break, Tax Planning, Understanding 401K Rollovers, Social Security Explained

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